Note: this article is aimed at our Accountant/Bookkeeper partner accounts. Find out more about the different Receipt Bank products here.
If you subscribe to Receipt Bank as an Accountant or Bookkeeper, you’ll have a number of client businesses that need to submit documentation to Receipt Bank
The normal Receipt Bank submission methods are all available to Client Account Users, and are each useful in different situations.
Best for capturing digital documents. If you’ve received a receipt or invoice through email, it’s probably best to submit this to Receipt Bank using your Email-in address.
Best for submitting a large batch of scanned receipts or invoices, or a ‘shoebox’ of physical documents.
Best for retrieving digital receipts or invoices, where you would normally have to log in to your supplier’s website and download your bill.
Feel free to talk to your account manager about the submission methods that may work best for your client base.